Explore WealthEngine's Enhanced Profile - Now with Design and Performance Updates for Increased Efficiency

Track: Vendor Sessions

Session Number: 1179
Date: Thu, Aug 9th, 2018
Time: 3:45 PM - 4:30 PM
Room: Room 320-321

Description:

At WealthEngine, we understand that the way researchers gather their information is just as important as how they view it. The right presentation of individual profiles is important to improve the efficiency and accuracy of the search. That is why WE are excited to take a deep-dive into the capabilities, features and updates coming up on WealthEngine's roadmap.



WE have been busy working on a complete overhaul of our Profile with many new features and enhancements. The profile will be more flexible, easy to understand and streamlined with a new summary section that will surface key information about an individual. You will be able to leave notes for yourself or your colleagues, see real-time data on your individual prospects, tag prospects for segmentation and internet search through your preferred search engine.



WE're also making major improvements to our My Results section, to allow for easier filtering and segmentation of data from saved profiles or screenings. Come learn about all the new components of our profile and find out how we're streamlining your validation work.

WE know you'll be just as excited once you see our enhancements!
Session Type: Vendor Session (45min)

Primary Competency: DA:Competency 8: Analytics and Campaign
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level I
Shop Size: All Shop Sizes
Session Type: Vendor Session (45min)

Primary Competency: DA:Competency 8: Analytics and Campaign
Secondary Competency: PR:Competency 2: Prospect Research Essentials
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level I
Shop Size: All Shop Sizes